4741 results found
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FX - Exclude currency gains when using currency bank account
Currently XERO record any FX unrealized gain or loss for outstanding foreign currency invoices and bills according to the exchange rate if the day when the invoice or bill is created and then calculate the unrealized gain or loss based on the daily rate movement. When the invoice or bill is paid, the actual gain or loss is then calculated and recorded as FX gain/loss based on the actual base currency amount received. This applies well to foreign currency invoices which are paid to a bank account in base currency.
However, this method should not apply to foreign currency invoices…
6 votes -
API - Assign a Project to an Invoice line via the API
Via the XeroAPI, assign a project to a line item on an invoice.
Looking in both the invoices, and projects APIs I can not see how to do the assigning.
Also, If i assign the project from with in the Xero website, and GET either the invoice or the project, neither response seems to have the assignment.
First raised by Chris Chase on the community archive: community-forum-archive/discussion/118540025
6 votes -
Xero Files - Attach files to Bank or Nominal Accounts
It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.
The use cases for this could be:
When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great…
6 votes -
Contacts - Tab to view associated Projects
You are currently unable to see the projects within the contacts tab against a contact within Xero.
This would be really helpful as I have some customers that have several projects on the go at one time. This would make it easier to go from one project to another for one client. It would also be a quick reference location. The added quotes, invoices and credit notes added to the contact has been a great step in simplifying contact management - the project listing would complete the loop.6 votes -
NZ Payroll - Automatically upload recurring jobs
It would be very helpful if we could bulk upload recurring jobs!
We are having to manually add recurring jobs for Annual Returns and this can be time consuming6 votes -
Projects - Create more tabs for Projects
in Projects, you only have 3 options as tabs, Draft, in progress or closed, it would be great if i could create more tabs. (on proof to customer, waiting on customer artwork, etc)
6 votes -
Bank Feeds - BNZ feed to be 7 days, not just Tuesday-Saturday
Now that NZ has 7 days transactional banking by all banks, can BNZ who is only providing Xero with bank feeds Tuesday- Saturday, (per Xero support) now send Monday- Saturday, so Saturday/Sunday transactions can be reconciled Monday's and information be up to date.
6 votes -
AU Payroll - Super Payment Authorisation via Xero Verify
I need to be able to approve super when I am travelling and do not have access to text messages. It is most inflexible that there is only one method for doing this! Can the Xero Verify App not be used for auto super approvals too? Then I only need wifi.
Or, can text be received to whatsapp instead?
6 votes -
UK Payroll - Mark P32 as paid
UK Payroll - it would be handy to be able to mark P32 amounts due as paid or dealt with. Just helps to visual see where you are in the list of reports and keep on top of due payments.
6 votes -
Reports - Supplier/customer ledgers showing exact credit/debits
I find it unacceptable that Xero cannot give a report with the exact debits and credits on the supplier / customer account without showing how the allocation was done. If there are 2 invoices of a 1000 and 1 payment was made of 2000 - I want to see it exactly like that on the report and not 1000 allocated to the first invoice and 1000 allocated to the second invoice. This is standard in Pastel.
6 votes -
NZ Payroll - Annual Leave Cash Up to Automatically Roll Into Annual Leave
Can the Annual Leave Cash Up leave type please be automated to roll into Annual Leave once the payrun is posted. It would be a great time saver.
6 votes -
Xero dashboard - See client code in quick search
We often use the quick search feature in Xero, and it is often used just to get the client code for files. It would be incredibly helpful if the client code populated next to the client name in the quick search bar to make it easier to see
6 votes -
Contacts - Compact view to reduce white space
In the new contact view, everything is spread out, with lots of wasted white space (similar to the bills list without 'compact view' toggled, or the list of repeating bills (which doesn't have the ability to be compact in view). I can deal with the info I need to pick a transaction to open being on complete opposite sides of a widescreen by pulling the contact into a new window and reducing the width of that window until it's readable without excessive twisting of the head (a poor workaround for an ergonomics risk, but it's the only one I could…
6 votes -
Payroll UK - Support for Plan 1 and Plan 2 student loans concurrently
Payroll UK Student Loans
Some employees can have Plan 1 and 2 at the same time. At present Xero payroll can only deal with 1 plan. The option should exist for an employee to select more than 1 Plan and the correct deductions be made.
This is how repayments are allocated between Plan 1 and Plan 2 loans
For the 2023/24 tax year the repayment thresholds are as follows:
• Plan 1 loans: £22,015
• Plan 2 loans: £27,295
If you earn below £22,015 you will make no loan repayments.
If you earn between £22,015 and £27,295 you will make…6 votes -
Dashboard - Show account watchlist on cash basis
Allow an option for the Account Watchlist to show figures on a cash basis.
Clients are finding recent sales are not showing due to the current accrual basis of the watchlist.
6 votes -
Quotes - Create one invoice from multiple quotes
Ability to consolidate multiple quotes in to a single invoice
6 votes -
History and notes report - Ability to search results by contact on invoice
Ability to run the history and notes report and search by contact so users don't have to search through all notes.
6 votes -
Invoicing - Duplicate draft invoice warning
Draft sales invoice. I would be helpful that when entering a sales invoice for a customer if Xero could advise/warn you that there is already a "Draft" invoice in the system.
I add to draft invoices each week, and sometimes a draft that is already in existence gets missed.6 votes -
Invoicing - Allow delivery address to be synced via API invoice creation
This is a real issue where you have a customer with multiple delivery addresses. Here is a typical scenario.
1) Customer has one invoice address and 3 different shops.
2) The online ordering system syncs across the customer contact details, one invoice address and 3 delivery addresses (here is the first problem, Xero will only use Shop 3 for the deliver address as it is the last one synced across).
3) The online system creates an order for for invoicing for a delivery to Shop 2 and syncs it across.
4) Xero creates the order but shows the delivery address…
6 votes -
Inventory - Bill of Materials reporting
BILL OF MATERIALS WOULD BE AWESOME AS MOST OF THE APPS YOU CAN DOWNLOAD COST YOU R900 PER MONTH AND THAT IS A BIT ROUGH ESPECIALLY IF YOU ONLY NEED THE BILL OF MATERIAL SECTION.
6 votes
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